Interactive Software Guides

1. Go to Dashboard
2. Click "Reconcile [X] items" on the bank account tile
3. Review the suggested matches (highlighted in green)
4. Click "OK" to confirm the match
5. For unmatched items, use the "Create" tab to enter details manually

Keeps your Xero balance matching your actual bank balance, ensuring accurate financial reports.

Never click "OK" without double-checking the payee and amount match perfectly.

1. Log into Xero to see your Dashboard
2. Review the "Bank accounts" panel for current cash position
3. Check "Invoices owed to you" to see who needs chasing
4. Review "Bills you need to pay" to plan cash flow
5. Click "Edit dashboard" at the bottom to rearrange panels

Gives you an instant snapshot of your business health the moment you log in.

Move your most important bank account to the top left for quick visibility.

1. Go to Accounting > Chart of Accounts
2. Click on an account you want to monitor (e.g., Sales or Advertising)
3. Check the box "Show on Dashboard Watchlist"
4. Click "Save"
5. Return to Dashboard to see the new Watchlist panel

Allows you to keep a close eye on critical expense or revenue categories without running full reports.

Keep the watchlist to 5-7 key accounts to avoid dashboard clutter.

1. Go to the Dashboard
2. Locate the "Cash flow" panel
3. Click the dropdown to switch between 7, 30, or 90 days
4. Review the projected incoming and outgoing funds
5. Click into the chart to see the underlying invoices and bills

Helps you predict short-term cash shortages before they happen.

Ensure all due dates on invoices and bills are accurate for the chart to be useful.